We are live on ! Find out more
AZN icon

AstraZeneca

1,211 hedge funds and large institutions have $39B invested in AstraZeneca in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 504 increasing their positions, 331 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 70

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

52% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 331

49% more call options, than puts

Call options by funds: $500M | Put options by funds: $336M

15% more capital invested

Capital invested by funds: $33.8B → $39B (+$5.23B)

6% more funds holding

Funds holding: 1,1411,211 (+70)

0.05% more ownership

Funds ownership: 16.06%16.11% (+0.05%)

Holders
1,211
Holders Change
+70
Holders Change %
+6.13%
% of All Funds
17.49%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.27%
New
155
Increased
504
Reduced
331
Closed
70
Calls
$500M
Puts
$336M
Net Calls
+$165M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
651
Everpar Advisors
Oklahoma
$592K -$1.96K -13 -0.3%
FC
652
FCA Corp
Texas
$585K
IUHSA
653
Itau Unibanco Holding S.A.
Brazil
$582K -$919K -6,109 -62%
MFG
654
Merit Financial Group
Georgia
$580K +$91.9K +611 +20%
CIA
655
Cohen Investment Advisors
New Hampshire
$577K +$69.2K +460 +12%
LCM
656
LVM Capital Management
Michigan
$569K
BTI
657
Blue Trust Inc
Georgia
$567K +$449K +2,987 +249%
SL
658
Stevard LLC
Illinois
$565K
G
659
GenTrust
Florida
$564K +$544K +3,618 New
JIC
660
Johnson Investment Counsel
Ohio
$557K +$53.3K +354 +11%
GI
661
Gradient Investments
Minnesota
$557K +$451 +3 +0.1%
ATC
662
Argent Trust Co
Tennessee
$557K +$46.5K +309 +9%
FIM
663
Fruth Investment Management
Texas
$553K +$3.91K +26 +0.7%
FT
664
Fiduciary Trust
Massachusetts
$551K +$43.5K +289 +9%
MC
665
Moors & Cabot
Massachusetts
$551K -$103K -683 -16%
KP
666
Keel Point
Alabama
$551K +$58.8K +391 +13%
BIAS
667
Beacon Investment Advisory Services
New Jersey
$547K +$1.5K +10 +0.3%
BDS
668
Banco de Sabadell
Florida
$545K +$16.4K +109 +3%
AFA
669
AA Financial Advisors
Ohio
$543K -$1.35K -9 -0.3%
TCOT
670
Trust Company of Toledo
Ohio
$541K +$85.3K +567 +20%
SWM
671
Spire Wealth Management
Virginia
$540K -$11.6K -77 -2%
MHS
672
M Holdings Securities
Oregon
$534K +$515K +3,423 New
SAM
673
Smartleaf Asset Management
Massachusetts
$533K +$140K +928 +37%
SYBT
674
Stock Yards Bank & Trust
Kentucky
$532K -$22.6K -150 -4%
BTWM
675
Baker Tilly Wealth Management
Wisconsin
$527K -$231K -1,537 -31%

AZN Hedge Fund Activity: Q2 2024 in Review

1,211 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q2 2024, worth a combined $39B — up 15% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new AZN positions and 70 closed out — a net gain of 85 holders — while 504 added to existing stakes and 331 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Wellington Management Group, cutting an estimated $643M.

  • 1,211 institutional investors held AstraZeneca (AZN) as of Q2 2024, up from 1,141 in Q1 2024.
  • Funds reported $39B of AstraZeneca stock for Q2 2024, up 15% quarter-over-quarter.
  • 155 funds opened new AstraZeneca positions in Q2 2024 and 70 closed out, a net change of +85 holders.
  • The largest AstraZeneca buyer in Q2 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest AstraZeneca seller in Q2 2024 was Wellington Management Group, an estimated $643M sold.

Based on aggregated 13F filings for Q2 2024.